Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Capital One (COF) is 6/10.
Capital One reported Q1 EPS of $3.34 with revenue up 44% year-over-year on the Discover addition, though excluding Discover, legacy revenue growth was approximately 6.8%. GAAP EPS was depressed by $1.08/share in Discover integration and purchase accounting adjustments, while adjusted EPS reached $4.42. The consumer remained resilient despite a Persian Gulf energy shock, domestic card credit improvement continued with delinquencies better than seasonal, and strong capital return of $2.5 billion in buybacks continued at a 14.4% CET1 ratio.
Scored from Capital One’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $13.81B | +5.2% | $2.67 | +59.9% | 10.6% | 7.9% |
| FY2025 Q1 | $13.40B | +2.4% | $3.45 | +10.2% | 12.9% | 10.5% |
| FY2025 Q2 | $16.41B | +23.7% | $-8.58 | -721.7% | -36.1% | -26.1% |
| FY2025 Q3 | $19.82B | +43.7% | $4.83 | +9.5% | 22.1% | 16.1% |
| FY2025 Q4 | $19.61B | +42.0% | $3.26 | +22.1% | 10.7% | 10.9% |
| FY2026 Q1 | $19.32B | +44.1% | $3.34 | -3.2% | 14.0% | 11.3% |
| FY2026 Q2 | $19.86B | +21.0% | $4.73 | +155.1% | 19.2% | 15.2% |
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.